DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

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Taft-Hartley plan

L•••• 9• P•••••• F•••

Taft-Hartley planWilliston Park, NY
Assets
$206M
Total assets, Dec 31, 2025 reported
Funded
113.3%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
16
3 managers on Schedule C
Plan sponsor: L•••• 9• P•••••• F••• B•••• o• T•••••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 5.3%
  • Common/collective trusts 21.9%
  • Pooled separate accounts 4.8%
  • Registered investment companies 42.5%
  • Common stock 25.2%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025I•••••• C••• P••• F•••• I••••• T•collective trustI••••••Fixed income$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025I•••••• B••••••••• A••••••••• T•collective trustI•••••• B••••••••• A••••• T••••Multi-asset$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025U••• P••••••• S••••••• A••••••separate accountP••••••••Real estate$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I•••••• B••••••••• A••••••••• T•collective trustI•••••• B••••••••• A••••• T••••Multi-asset$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024U••• P••••••• S••••••• A••••••separate accountP••••••••Real estate$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I•••••• C••• P••• F•••• I••••• T•collective trustI••••••Fixed income$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I•••••• B••••••••• A••••••••• T•collective trustI•••••• B••••••••• A••••• T••••Multi-asset$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023U••• P••••••• S••••••• A••••••separate accountP••••••••Real estate$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I•••••• C••• P••• F•••• I••••• T•collective trustI••••••Fixed income$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I•••••• C••• P••• F•••• I••••• T•collective trustI••••••Fixed income$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I•••••• B••••••••• A••••••••• T•collective trustI•••••• B••••••••• A••••• T••••Multi-asset$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022U••• P••••••• S••••••• A••••••separate accountP••••••••Real estate$8.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
40 readings
Total assets
$206M Dec 31, 2025 reported Form 5500
$180M (2024-12) · $157M (2023-12) · $134M (2022-12)
Plan assets
$180M Jan 1, 2025 reported Form 5500
$157M (2024-01) · $134M (2023-01) · $152M (2022-01)
Net assets
$206M Dec 31, 2025 reported Form 5500
$180M (2024-12) · $157M (2023-12) · $134M (2022-12)
Funded ratio
113.3% Jan 1, 2025 reported Form 5500
110.6% (2024-01) · 106.1% (2023-01) · 105.7% (2022-01)
Participants
4,783 Jan 1, 2025 reported Form 5500
4,774 (2024-01) · 4,358 (2023-01) · 4,686 (2022-01)
Contributions
$9.7M Dec 31, 2025 reported Form 5500
$9.2M (2024-12) · $8.5M (2023-12) · $8.8M (2022-12)
Benefits paid
$5.6M Dec 31, 2025 reported Form 5500
$5.1M (2024-12) · $4.8M (2023-12) · $4.6M (2022-12)
Net investment income
$26.1M Dec 31, 2025 reported Form 5500
$23.4M (2024-12) · $22.7M (2023-12) · $-18.1M (2022-12)
Investment management fees
$421,609 Dec 31, 2025 reported Form 5500
$409,230 (2024-12) · $372,306 (2023-12) · $365,845 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20254,783n/an/an/a$206Mn/an/an/a
2024 to Dec 31, 20244,774n/an/an/a$180Mn/an/an/a
2023 to Dec 31, 20234,358n/an/an/a$157Mn/an/an/a
2022 to Dec 31, 20224,686n/an/an/a$134Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2025Assets changed
    L•••• 9• P•••••• F••• total assets $180M -> $206M (+14.5%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    L•••• 9• P•••••• F••• funded ratio 110.6% -> 113.3% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Jan 1, 2025Assets changed
    L•••• 9• P•••••• F••• plan assets $157M -> $180M (+15.0%, 2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    P•••••••• Life Insurance no longer appears on L•••• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with P••••••••askebsa.dol.gov
  • Dec 31, 2024Assets changed
    L•••• 9• P•••••• F••• total assets $157M -> $180M (+15.0%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    L•••• 9• P•••••• F••• funded ratio 106.1% -> 110.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    L•••• 9• P•••••• F••• plan assets $134M -> $157M (+16.9%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    L•••• 9• P•••••• F••• total assets $134M -> $157M (+16.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    L•••• 9• P•••••• F••• plan assets $152M -> $134M (-11.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116218316-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.